Ker sem na poti, ne utegnem preveriti (kratko googlanje mi ni povedalo ničesar), ali je Franklin Templeton Investments že doslej kupil kak košček kakšnega nacionalnega interesa, a dalo bi se sklepati, da se v enem izmed starejših in večjih ameriških naložbenih skladov za Slovenijo trenutno kar precej zanimajo. Mark Mobius
Ph.D., executive chairman of Templeton Asset Management, Ltd, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios.
je nekaj dni nazaj v svojem blogu med drugim zapisal:
We believe Slovenia has a number of excellent companies that have expanded beyond their shores. During our recent trip, we visited a leading home-shopping electronic retailer in Central and Eastern Europe.
/…/
At another major home appliances manufacturing company, we saw how an emphasis on practicality, aesthetic value and partnerships with world-famous designers propelled them onto the world stage. Their award-winning designs were crafted to appeal to sophisticated interior designers and home-owners. The company recently launched their new line of appliances at the Russian Fashion Week, one of their largest markets.
/…/
I’m looking forward to visiting Slovenia again to look for interesting companies and see more of this fascinating country.
Mark Mobius je investiral v Studio Moderna (nejavno podjetje). Glede na to, kakšna pravila (omejitve) imajo večji investicijski skladi, med borznimi podjetji razen Gorenja, Krke in Mercatorja ni nobenega drugega, ki bi sploh teoretično lahko prišlo v poštev zanje.